Beverly Hills Private Wealth, LLC Vanguard Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q3 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 175,566 shares of VGSH stock, worth $10.2 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
175,566
Previous 129,538
35.53%
Holding current value
$10.2 Million
Previous $7.51 Billion
37.94%
% of portfolio
2.09%
Previous 1.63%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio